Avanti Communications Share Discussion Threads

[backmarker] 04/7/2011 12:07

AISHAH,

good article. I'm sure this is more the sort of business where AVN can provide some USP and added-value, rather than the nickel-and-dime of individual retail users. and, if I have it right, AVN is only serving the wholesalers and not individual end-users.

[backmarker] 04/7/2011 12:02

AVN seems at last to be recovering its poise.

I'm fully invested at present, but if one of my other shares shoots up as it should have done weeks ago (!!) then this one of three shares on my list for new/additional investment. (the others are gold shares AAU and CGNR)

[aishah] 04/7/2011 12:00

Avanti Provides Critical Back-Up for International Space Innovation Centre Harwell

[geheimnis2] 04/7/2011 11:04

is there a trading update due in july?

does anyone know the date?

thanks

[sg31] 04/7/2011 11:01

Avanti has attracted longterm holders in the past due to the nature of it's business. It was never likely to be volotile in the short term.
The launch understandably attracted short term speculative interest and that has now passed.
Speculators tend to post more than long term holders. That's not a criticism just my observation.
Nice steady appreciation hopefully will take us up to the next launch phase.

[martin3042] 04/7/2011 10:48

Its amazing how quiet this board is when things are going well and AVN doesn't have to be defended against the shorters who are probably very busy at the moment.

[yorgi] 04/7/2011 10:32

Wise Pojscott, I'm doing as told, Greengiant has spoken :-)

[pojscott] 04/7/2011 10:05

I think--I think--no if I comment the bl---- share price will fall for sure.

[greengiant] 04/7/2011 09:52

yorgi - don't even say it!

gg

[coops7] 04/7/2011 09:43

Nice start today soon be back to profit on this one :)

[shanksaj] 02/7/2011 17:22

Recovery looks well under way. 400p looks possible in the next couple of weeks. I'll then only be down about 7.5k. Whoopee-doo.

If my experience is anything to go by, then small caps in general have started recovering again.

[yorgi] 01/7/2011 15:35

Hmmm yes perhaps your right Greengiant..........I won't say another word :-)

[greengiant] 01/7/2011 15:22

ssshhhh yorgi, don't say a word!!

gg

[yorgi] 01/7/2011 15:19

400p getting closer....the recovery still holding.

[yorgi] 01/7/2011 12:30

Don't we all Jonnib......hindsight a wonderful thing !

[jonnib] 01/7/2011 12:13

hey gio.... didnt want to say anything. its been a while since we had stability!
Its all good here. I can see the price steadily rise now as all the people whoo bailed over the last few months will be back in. Just wish I had sold some and were picking them back up at this bargain price

[giovannina] 01/7/2011 11:38

where is everybody....??......now is time to buy all the way up to £25....come on boys wakey wakey....... ;o)

[divinausa1] 29/6/2011 08:16

Thanks yorgi

is there any risk from meteorites hitting the satellite?

:) just kidding

[yorgi] 28/6/2011 13:27

Here is Jefferies rcent report Divinausa

Avanti Communications (AVN LN)
Meeting Milestones: Great Buying
Opportunity

Key Takeaway
We met with management yesterday (June 22nd) and see the current share
price as a great entry opportunity. Management reiterated its confidence
that Hylas-1 will be filled within three years and five for Hylas-2. Hylas-2
is on schedule for Q2 2012 launch and there is strong interest from a big
multinational for the African and ME capacity. Interest is also growing for Kaband
capacity for Milsatcom on the steerable beam over MENA.
Hylas-2 on schedule for H1 launch next year and strong level of interest for
African and Middle Easter capacity as well as steerable beam covering Middle
East and North Africa. Also we note a March 15th 'Request For Information' from
the Department of Defence for Ka-band capacity covering U.S. Central Command area of
operations (i.e. the Middle East) with a budget of $440m (including terminals) from 2012.
Aside from Hylas-2, we are not aware of another Ka-band satellite from a NATO country that
will be operational by then.
We estimate that the group backlog is currently sufficient to deliver £71m of
sales on both satellites by FY'14. We forecast sales of £98m, implying that the group
needs to convert about a third of its current pipleline of £425m (assuming an average
contract life of five years) . At this level of sales, we estimate EPS of 36.2p and FCF yield 9.1%.
Stock is now trading at only 1.3x book value, compared to c.4x for the European
FSS operators.The bulk of the BV reflects equity invested in the two satellites. It does not
include the value of the group's licenses for three orbital slots and 14GHz of spectrum. Given
the search for acqusitions from the large players, we do not see the current low valuation
of Avanti as being sustainable.
Valuation/Risks
Our price target of £13.40/share is derived by applying a 10% discount to our £15 DCF per
share valuation of the three satellites. Another valuation approach, and one that implicitly
recognizes as an ongoing concern beyond the expected 15-year life of the satellites, is to
apply a 14x multiple to calendarised 2016 EPS of £1.54 giving a value of £21.56 six years
out. Using a discount rate of 10% derives a current valuation of £13.38, in line with our DCFbased
price target. Key risks include pricing pressure, capacity sales, and project delays.

[divinausa1] 28/6/2011 13:23

thinking of making 1st purchase here
so many directors buys here so must
be on to a good thing. Any broker notes for AVN?

[gorvachof] 28/6/2011 07:29

Whats the difference between these "deals" and the Avonline announcement? Why does one get an RNS and the other not?

[waterloo01] 28/6/2011 00:32

Sentiment dear boy, sentiment.

[chrissey] 27/6/2011 20:56

if not having a dramatic impact on the share price, right?

[waterloo01] 27/6/2011 17:59

Nice deal. Partly explains recent director buys?

[coops7] 27/6/2011 17:56

New Customers


27 June, 2011 - 08:00

Avanti Communications Group Plc (AIM: AVN), the satellite operator, is pleased to welcome
new service provider customers to the HYLAS 1 system.

INTV of Prague, Czech Republic, was established in 1991. Today, it is a leading provider of
satellite communication services in the Czech Republic providing data, and voice transmission
over satellite. Located in the capital city of Prague, INTV serves clients in governmental
institutions and agencies, as well as Czech and foreign corporations. INTV own and operate a
modern teleport in Prague, servicing clients in the CEE region as well as Balkans and Middle
East.

OPERADORA TRIPLA based in Galicia, offers specialised technology and communication
solutions for broadband and local TV operators. Established in January 2009, it has provided
Broadband extension programmes to local organisations and saw Avanti's HYLAS 1 Ka band
satellite as the most effective solution, providing important savings on public funds.

COMPUTEX of Warsaw, Poland, has extended its previous commitment to Avanti by signing a
larger contract to sell services on HYLAS 1. Computex Ltd. was established in the early 1980s as
a system integrator focusing on ICT and security industries. It provides very specialized services
such as vehicle and biometric identification, and airport navigation systems including ILS.
Working with Avanti's HYLAS 1 Ka band satellite Computex are able to offer advanced data
network services to their customers including government and security agencies,
telecommunications operators, and foreign and domestic corporations.

About Avanti
Avanti sells satellite data communications services to telecoms companies which usethem to supply residential, enterprise and institutional users.
Avanti's first satellite called HYLAS 1, launched on November 26th 2010 and is the first
superfast broadband satellite launched in Europe.
Avanti's second satellite, called HYLAS 2, on target for launch in Q2 2012. It will extend
Avanti's coverage to Africa and the Middle East.
Avanti offers three contract variants:

- An SVNO system whereby the customer buys units of broadband service whereby Avanti
manages the network for them.
- a GVNO product, whereby the service provider buys guaranteed Megabits of managed
service, and controls the system themselves by logging onto the satellites through Avanti's
OSS system.
- An HNO system whereby the customer buys raw MegaHertz of bandwidth and installs its own
infrastructure at the Gateway Earth Station